Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.45M Sell
9,200
-45
-0.5% -$7.09K 0.22% 87
2025
Q1
$1.63M Sell
9,245
-105
-1% -$18.5K 0.26% 88
2024
Q4
$1.84M Sell
9,350
-715
-7% -$141K 0.29% 74
2024
Q3
$2.39M Buy
10,065
+115
+1% +$27.3K 0.36% 57
2024
Q2
$2.1M Sell
9,950
-51
-0.5% -$10.8K 0.34% 65
2024
Q1
$2.53M Sell
10,001
-124
-1% -$31.4K 0.4% 50
2023
Q4
$2.34M Buy
+10,125
New +$2.34M 0.38% 55